Global X Funds - MLPX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 63 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 10,749,125 | 650,644 | 0.04% | 0.04% | 1 | +848,899 | 8.57% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,497,416 | 151,168 | 0.01% | 0.01% | 2 | +86,534 | 3.59% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 1,295,015 | 78,387 | 0.02% | 0.02% | 3 | -19,885 | -1.51% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,206,576 | 73,034 | 0.01% | 0.01% | 4 | +171,290 | 16.55% | Q4 2025 | Feb 13, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 783,498 | 47,425 | 4.86% | 5.04% | 5 | -24,517 | -3.03% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 684,939 | 41,459 | 0.01% | — | 6 | +684,939 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 666,500 | 40,343 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Reduced | 659,711 | 39,932 | 0.01% | 0.01% | 8 | -147,110 | -18.23% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 460,944 | 27,900 | 0.02% | 0.02% | 9 | -31,806 | -6.45% | Q4 2025 | Feb 06, 2026 |
| Advisory Alpha, LLC | History | Reduced | 414,397 | 25,084 | 0.68% | 0.72% | 10 | -2,149 | -0.52% | Q4 2025 | Feb 06, 2026 |
| Payne Capital Management, LLC | History | Added to | 411,815 | 24,927 | 7.87% | 8.16% | 11 | +7,697 | 1.9% | Q4 2025 | Feb 02, 2026 |
| GenTrust, LLC | History | Added to | 368,431 | 22,330 | 0.96% | 0.78% | 12 | +95,232 | 34.86% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 355,326 | 21,507 | 0.0% | 0.0% | 13 | +5,555 | 1.59% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 349,579 | 21,163 | 0.0% | 0.0% | 14 | +57,333 | 19.62% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 339,239 | 20,534 | 0.0% | 0.0% | 15 | +236,771 | 231.07% | Q4 2025 | Feb 17, 2026 |
| Curran Financial Partners, LLC | History | Added to | 296,655 | 17,956 | 3.41% | 3.41% | 16 | +22,065 | 8.04% | Q4 2025 | Jan 22, 2026 |
| Annandale Capital, LLC | History | Added to | 292,287 | 17,692 | 2.1% | 2.98% | 17 | +13,209 | 4.73% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 282,123 | 17,076 | 0.01% | 0.01% | 18 | -7,498 | -2.59% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 250,631 | 15,170 | 0.01% | 0.01% | 19 | +8,520 | 3.52% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 230,727 | 13,965 | 0.02% | 0.02% | 20 | +71,121 | 44.56% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 224,445 | 13,585 | 0.0% | 0.01% | 21 | -135,155 | -37.58% | Q4 2025 | Feb 10, 2026 |
| Presidio Capital Management, LLC | History | Added to | 212,774 | 12,879 | 3.87% | 4.41% | 22 | +12,383 | 6.18% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 205,042 | 12,411 | 0.01% | 0.02% | 23 | -42,659 | -17.22% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 193,559 | 11,716 | 0.01% | 0.02% | 24 | +14,793 | 8.28% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 186,475 | 11,287 | 0.06% | 0.08% | 25 | -10,425 | -5.29% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 184,888 | 11,191 | 0.01% | 0.02% | 26 | -771 | -0.42% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 171,166 | 10,360 | 0.02% | 0.03% | 27 | -89,313 | -34.29% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 154,926 | 9,390 | 0.21% | 0.24% | 28 | -3,428 | -2.16% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 151,933 | 9,196 | 0.01% | 0.0% | 29 | +135,593 | 829.82% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 147,500 | 8,928 | 0.01% | 0.04% | 30 | -272,600 | -64.89% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 144,733 | 8,760 | 0.42% | 0.41% | 31 | +8,001 | 5.85% | Q4 2025 | Jan 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 124,739 | 7,550 | 0.13% | 0.13% | 32 | +4,567 | 3.8% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 121,557 | 7,363 | 0.01% | 0.01% | 33 | -8,469 | -6.51% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 114,807 | 6,949 | 0.12% | 0.11% | 34 | +7,750 | 7.24% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 109,842 | 6,648 | 0.15% | 0.22% | 35 | -34,421 | -23.86% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 107,307 | 6,495 | 0.02% | 0.02% | 36 | +16,962 | 18.77% | Q4 2025 | Feb 05, 2026 |
| Fiduciary Alliance LLC | History | Added to | 107,013 | 6,477 | 0.42% | 0.4% | 37 | +10,621 | 11.02% | Q4 2025 | Jan 22, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 99,526 | 6,032 | 0.03% | 0.03% | 38 | -14,580 | -12.78% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 96,635 | 5,849 | 0.04% | 0.04% | 39 | +13,477 | 16.21% | Q4 2025 | Feb 17, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 89,850 | 5,630 | 0.55% | 0.26% | 40 | +2,972 | 3.42% | Q4 2025 | Feb 17, 2026 |
| Seascape Capital Management | History | Added to | 90,123 | 5,455 | 1.55% | 1.49% | 41 | +7,466 | 9.03% | Q4 2025 | Jan 21, 2026 |
| Sageworth Trust Co | History | Added to | 85,268 | 5,161 | 0.22% | 0.24% | 42 | +4,052 | 4.99% | Q4 2025 | Feb 03, 2026 |
| Warner Group LLC | History | Reduced | 81,530 | 4,935 | 3.04% | 3.95% | 43 | -10,016 | -10.94% | Q4 2025 | Feb 06, 2026 |
| Fortis Advisors, LLC | History | Reduced | 80,757 | 4,888 | 2.65% | 2.88% | 44 | -981 | -1.2% | Q4 2025 | Feb 10, 2026 |
| SOL Capital Management CO | History | Reduced | 79,722 | 4,826 | 0.43% | 0.45% | 45 | -360 | -0.45% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Added to | 79,322 | 4,801 | 0.01% | 0.01% | 46 | +1,200 | 1.54% | Q4 2025 | Feb 11, 2026 |
| Old Port Advisors | History | Added to | 78,757 | 4,767 | 1.17% | 1.21% | 47 | +1,828 | 2.38% | Q4 2025 | Jan 08, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 78,161 | 4,731 | 0.02% | — | 48 | +78,161 | New | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 77,270 | 4,677 | 0.02% | 0.01% | 49 | +38,288 | 98.22% | Q4 2025 | Feb 18, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 76,477 | 4,629 | 1.06% | 1.02% | 50 | +924 | 1.22% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 75,329 | 4,559 | 0.01% | 0.01% | 51 | -1,910 | -2.47% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 68,599 | 4,169 | 0.01% | 0.01% | 52 | -26,132 | -27.59% | Q4 2025 | Feb 05, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 67,528 | 4,087 | 0.29% | 0.27% | 53 | +2,702 | 4.17% | Q4 2025 | Jan 14, 2026 |
| Blume Capital Management, Inc. | History | Added to | 66,377 | 4,017 | 0.73% | 0.01% | 54 | +65,415 | 6799.9% | Q4 2025 | Feb 05, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 66,367 | 4,017 | 1.02% | 0.8% | 55 | +16,875 | 34.1% | Q4 2025 | Feb 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 63,648 | 3,857 | 0.16% | 0.15% | 56 | +7,140 | 12.64% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 60,170 | 3,642 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 58,580 | 3,545 | 0.57% | 0.46% | 58 | +19,939 | 51.6% | Q4 2025 | Feb 12, 2026 |
| Proficio Capital Partners LLC | History | Added to | 58,081 | 3,515 | 0.25% | 0.03% | 59 | +50,394 | 655.57% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 57,025 | 3,451 | 0.01% | 0.01% | 60 | +210 | 0.37% | Q4 2025 | Jan 29, 2026 |
| Essex LLC | History | Reduced | 53,658 | 3,247 | 0.58% | 0.62% | 61 | -849 | -1.56% | Q4 2025 | Jan 20, 2026 |
| Glassy Mountain Advisors, Inc. | History | Reduced | 53,319 | 3,227 | 0.98% | 1.04% | 62 | -1,590 | -2.9% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 52,556 | 3,181 | 0.0% | 0.01% | 63 | -4,716 | -8.23% | Q4 2025 | Mar 09, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 52,413 | 3,172 | 0.06% | 0.09% | 64 | -8,494 | -13.95% | Q4 2025 | Feb 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 51,732 | 3,065 | 0.31% | 0.31% | 65 | +5,016 | 10.74% | Q4 2025 | Jan 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 47,945 | 2,902 | 0.04% | 0.2% | 66 | -146,197 | -75.3% | Q4 2025 | Feb 12, 2026 |
| Vectors Research Management, LLC | History | Reduced | 47,390 | 2,868 | 0.88% | 1.07% | 67 | -6,710 | -12.4% | Q4 2025 | Feb 03, 2026 |
| Bollard Group LLC | History | Added to | 46,579 | 2,819 | 0.07% | 0.07% | 68 | +557 | 1.21% | Q4 2025 | Feb 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 45,454 | 2,751 | 0.17% | 0.2% | 69 | -2,245 | -4.71% | Q4 2025 | Jan 23, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 44,900 | 2,746 | 0.8% | 1.0% | 70 | -4,301 | -8.74% | Q4 2025 | Jan 06, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | New | 58,277 | 2,627 | 0.37% | — | 71 | +58,277 | New | Q4 2025 | Jan 26, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 43,337 | 2,623 | 0.89% | 1.03% | 72 | -6,275 | -12.65% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 42,000 | 2,542 | 0.0% | 0.0% | 73 | +7,976 | 23.44% | Q4 2025 | Feb 17, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 40,848 | 2,472 | 0.25% | 0.23% | 74 | +4,596 | 12.68% | Q4 2025 | Jan 09, 2026 |
| Visionary Wealth Advisors | History | Added to | 40,640 | 2,459 | 0.11% | 0.11% | 75 | +3,239 | 8.66% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 40,271 | 2,438 | 0.02% | 0.02% | 76 | +5,729 | 16.59% | Q4 2025 | Jan 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 40,286 | 2,438 | 0.26% | 0.28% | 77 | +45 | 0.11% | Q4 2025 | Jan 23, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 38,923 | 2,359 | 0.18% | 0.19% | 78 | -885 | -2.22% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 39,475 | 2,343 | 0.0% | 0.0% | 79 | -7,400 | -15.79% | Q4 2025 | Jan 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 36,948 | 2,236 | 0.04% | 0.04% | 80 | +2,970 | 8.74% | Q4 2025 | Jan 14, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 36,711 | 2,222 | 0.98% | 1.01% | 81 | -17,336 | -32.08% | Q4 2025 | Feb 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 33,346 | 2,209 | 0.62% | 0.63% | 82 | +432 | 1.31% | Q4 2025 | Feb 09, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 36,211 | 2,191 | 0.28% | 0.27% | 83 | +5,163 | 16.63% | Q4 2025 | Feb 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 35,131 | 2,126 | 0.97% | 1.04% | 84 | +389 | 1.12% | Q4 2025 | Jan 12, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 34,165 | 2,068 | 0.25% | 0.24% | 85 | -11,926 | -25.87% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 33,973 | 2,056 | 0.23% | 0.23% | 86 | +1,882 | 5.86% | Q4 2025 | Jan 21, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 33,457 | 2,025 | 0.71% | 0.53% | 87 | +12,738 | 61.48% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 33,098 | 2,003 | 0.01% | 0.01% | 88 | +8,059 | 32.19% | Q4 2025 | Jan 29, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 32,544 | 1,969 | 0.09% | 0.1% | 89 | -207 | -0.63% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,992 | 1,936 | 0.0% | 0.0% | 90 | +19,973 | 166.18% | Q4 2025 | Mar 16, 2026 |
| Financial Partners Group, Inc | History | Reduced | 29,093 | 1,901 | 0.22% | 0.25% | 91 | -3,440 | -10.57% | Q4 2025 | Feb 03, 2026 |
| Advisor Resource Council | History | New | 29,347 | 1,894 | 0.67% | — | 92 | +29,347 | New | Q4 2025 | Feb 10, 2026 |
| SHARPEPOINT LLC | History | Added to | 31,275 | 1,893 | 1.13% | 1.65% | 93 | +2,139 | 7.34% | Q4 2025 | Feb 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 30,718 | 1,859 | 0.4% | 0.41% | 94 | +789 | 2.64% | Q4 2025 | Jan 16, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 30,529 | 1,850 | 0.05% | 0.05% | 95 | -850 | -2.71% | Q4 2025 | Feb 17, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 28,720 | 1,738 | 0.1% | 0.1% | 96 | -162 | -0.56% | Q4 2025 | Jan 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 28,593 | 1,730 | 0.02% | 0.02% | 97 | +144 | 0.51% | Q4 2025 | Feb 09, 2026 |
| OAK FAMILY ADVISORS, LLC | History | New | 28,347 | 1,715 | 0.47% | — | 98 | +28,347 | New | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 27,787 | 1,681 | 0.02% | 0.02% | 99 | +2,044 | 7.94% | Q4 2025 | Jan 20, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 26,926 | 1,629 | 0.89% | 0.96% | 100 | +1,502 | 5.91% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 26,589 | 1,609 | 0.11% | 0.12% | 101 | -973 | -3.53% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,326 | 1,593 | 0.01% | 0.01% | 102 | +1,743 | 7.09% | Q4 2025 | Feb 13, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 25,785 | 1,560 | 0.37% | 0.36% | 103 | +2,033 | 8.56% | Q4 2025 | Feb 06, 2026 |
| Arlington Trust Co LLC | History | No change | 24,368 | 1,474 | 0.15% | 0.27% | 104 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Investors Research Corp | History | Reduced | 24,176 | 1,463 | 0.27% | 0.28% | 105 | -304 | -1.24% | Q4 2025 | Jan 06, 2026 |
| Verity & Verity, LLC | History | No change | 23,704 | 1,434 | 0.11% | 0.12% | 106 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 23,598 | 1,428 | 0.11% | 0.06% | 107 | +12,519 | 113.0% | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 23,300 | 1,410 | 0.0% | 0.0% | 108 | +7,200 | 44.72% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 21,712 | 1,314 | 0.11% | 0.12% | 109 | -606 | -2.72% | Q4 2025 | Feb 13, 2026 |
| MGO Private Wealth, LLC | History | Added to | 21,028 | 1,272 | 0.79% | 0.71% | 110 | +2,101 | 11.1% | Q4 2025 | Feb 10, 2026 |
| Spinnaker Investment Group, LLC | History | New | 20,907 | 1,265 | 0.23% | — | 111 | +20,907 | New | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 20,335 | 1,230 | 0.0% | 0.0% | 112 | -4,261 | -17.32% | Q4 2025 | Feb 10, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Reduced | 20,276 | 1,227 | 0.66% | 0.89% | 113 | -5,196 | -20.4% | Q4 2025 | Jan 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 19,806 | 1,198 | 0.13% | 0.14% | 114 | +2 | 0.01% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 18,801 | 1,138 | 0.0% | 0.0% | 115 | -686 | -3.52% | Q4 2025 | Feb 17, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 18,533 | 1,121 | 0.41% | 0.44% | 116 | +189 | 1.03% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,117 | 1,096 | 0.0% | 0.0% | 117 | +1,479 | 8.89% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 18,033 | 1,092 | 0.0% | 0.0% | 118 | +3,303 | 22.42% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 18,051 | 1,092 | 0.03% | 0.03% | 119 | +962 | 5.63% | Q4 2025 | Jan 28, 2026 |
| J.Safra Asset Management Corp | History | Added to | 17,894 | 1,083 | 0.06% | 0.06% | 120 | +2,662 | 17.48% | Q4 2025 | Feb 11, 2026 |
| Aurora Private Wealth, Inc. | History | New | 17,587 | 1,078 | 0.71% | — | 121 | +17,587 | New | Q4 2025 | Feb 02, 2026 |
| VestGen Advisors, LLC | History | No change | 17,755 | 1,074 | 0.05% | 0.04% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 17,539 | 1,063 | 0.0% | 0.0% | 123 | -980 | -5.29% | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | Reduced | 17,471 | 1,057 | 0.25% | 0.29% | 124 | -635 | -3.51% | Q4 2025 | Jan 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 17,325 | 1,048 | 0.05% | 0.05% | 125 | +263 | 1.54% | Q4 2025 | Jan 21, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 16,919 | 1,024 | 0.51% | 0.51% | 126 | +440 | 2.67% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 15,820 | 957 | 0.0% | — | 127 | +15,820 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 15,412 | 932 | 0.01% | 0.0% | 128 | +3,470 | 29.06% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,116 | 915 | 0.0% | 0.0% | 129 | +1,753 | 13.12% | Q4 2025 | Feb 11, 2026 |
| WESPAC Advisors, LLC | History | New | 14,699 | 889 | 0.48% | — | 130 | +14,699 | New | Q4 2025 | Jan 14, 2026 |
| &PARTNERS | History | Added to | 14,731 | 885 | 0.0% | 0.01% | 131 | +34 | 0.23% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 14,444 | 874 | 0.02% | 0.02% | 132 | -2,290 | -13.68% | Q4 2025 | Feb 12, 2026 |
| Index Technologies Group LLC | History | New | 13,969 | 845 | 0.88% | — | 133 | +13,969 | New | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,711 | 829 | 0.0% | 0.0% | 134 | +4,298 | 45.66% | Q4 2025 | Feb 17, 2026 |
| Asset One Wealth Management LLC | History | New | 12,658 | 817 | 0.11% | — | 135 | +12,658 | New | Q4 2025 | Feb 17, 2026 |
| Fielder Capital Group LLC | History | Added to | 13,284 | 804 | 0.17% | 0.19% | 136 | +188 | 1.44% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,093 | 792 | 0.01% | 0.01% | 137 | +190 | 1.47% | Q4 2025 | Jan 29, 2026 |
| Birch Capital Management, LLC | History | No change | 12,736 | 770 | 0.38% | 0.41% | 138 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Naviter Wealth, LLC | History | Reduced | 12,682 | 768 | 0.1% | 0.53% | 139 | -60,139 | -82.58% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Added to | 12,340 | 746 | 0.0% | 0.0% | 140 | +3,251 | 35.77% | Q4 2025 | Feb 17, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | Added to | 12,286 | 743 | 0.04% | 0.01% | 141 | +9,081 | 283.34% | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 12,145 | 735 | 0.01% | 0.01% | 142 | -448 | -3.56% | Q4 2025 | Feb 03, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 11,599 | 702 | 0.13% | 0.12% | 143 | +1,796 | 18.32% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,519 | 697 | 0.0% | 0.0% | 144 | +2,895 | 33.57% | Q4 2025 | Feb 18, 2026 |
| Ignite Planners, LLC | History | Added to | 10,634 | 694 | 0.11% | 0.04% | 145 | +6,300 | 145.36% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 11,441 | 692 | 0.0% | — | 146 | +11,441 | New | Q4 2025 | Feb 06, 2026 |
| LVZ, Inc. | History | Added to | 11,365 | 687 | 0.08% | 0.07% | 147 | +1,453 | 14.66% | Q4 2025 | Feb 10, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 11,188 | 677 | 0.46% | 0.7% | 148 | -4,600 | -29.14% | Q4 2025 | Jan 14, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 10,907 | 660 | 0.19% | 0.17% | 149 | -578 | -5.03% | Q4 2025 | Feb 10, 2026 |
| Wakefield Asset Management LLLP | History | New | 10,845 | 656 | 0.18% | — | 150 | +10,845 | New | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 10,511 | 636 | 0.0% | 0.0% | 151 | +4,385 | 71.58% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 10,294 | 623 | 0.05% | 0.05% | 152 | +2,003 | 24.16% | Q4 2025 | Jan 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,200 | 617 | 0.0% | 0.0% | 153 | -361 | -3.42% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,145 | 614 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 10,113 | 612 | 0.21% | 0.22% | 155 | +875 | 9.47% | Q4 2025 | Feb 13, 2026 |
| FOSTER & MOTLEY INC | History | No change | 10,020 | 607 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Anson Capital, Inc. | History | Reduced | 10,012 | 606 | 0.44% | 0.49% | 157 | -451 | -4.31% | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,000 | 605 | 0.0% | 0.0% | 158 | -20,000 | -66.67% | Q4 2025 | Mar 25, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 9,980 | 604 | 0.0% | 0.0% | 159 | +500 | 5.27% | Q4 2025 | Feb 13, 2026 |
| Argent Advisors, Inc. | History | Reduced | 9,441 | 571 | 0.16% | 0.18% | 160 | -300 | -3.08% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,207 | 559 | 0.04% | 0.04% | 161 | +470 | 5.38% | Q4 2025 | Jan 15, 2026 |
| EP Wealth Advisors, LLC | History | New | 9,119 | 551 | 0.0% | — | 162 | +9,119 | New | Q4 2025 | Feb 18, 2026 |
| Palumbo Wealth Management LLC | History | No change | 9,082 | 549 | 0.14% | 0.18% | 163 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cynosure Group, LLC | History | No change | 8,635 | 522 | 0.05% | 0.06% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 8,602 | 520 | 0.05% | 0.06% | 165 | +417 | 5.09% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 8,540 | 516 | 0.01% | 0.01% | 166 | +349 | 4.26% | Q4 2025 | Feb 13, 2026 |
| Private Capital Advisors, Inc. | History | No change | 8,500 | 514 | 0.05% | 0.06% | 167 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 8,297 | 502 | 0.41% | 0.49% | 168 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 8,219 | 497 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 8,149 | 493 | 0.07% | 0.07% | 170 | +5 | 0.06% | Q4 2025 | Feb 10, 2026 |
| Altiora Financial Group, LLC | History | Added to | 8,050 | 487 | 0.08% | 0.04% | 171 | +4,850 | 151.56% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 8,025 | 485 | 0.0% | 0.0% | 172 | +2,292 | 39.98% | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | Added to | 7,640 | 462 | 0.1% | 0.09% | 173 | +700 | 10.09% | Q4 2025 | Feb 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 7,602 | 460 | 0.05% | — | 174 | +7,602 | New | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,470 | 452 | 0.01% | 0.01% | 175 | +1,170 | 18.57% | Q4 2025 | Feb 03, 2026 |
| Cordoba Advisory Partners LLC | History | New | 7,448 | 451 | 0.11% | — | 176 | +7,448 | New | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 7,426 | 449 | 0.03% | 0.04% | 177 | -2,300 | -23.65% | Q4 2025 | Jan 20, 2026 |
| HUB Investment Partners, LLC | History | Added to | 7,415 | 448 | 0.01% | 0.01% | 178 | +2,200 | 42.19% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | New | 7,390 | 447 | 0.02% | — | 179 | +7,390 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,132 | 431 | 0.0% | 0.0% | 180 | -128 | -1.76% | Q4 2025 | Feb 17, 2026 |
| Plan Group Financial, LLC | History | No change | 7,000 | 423 | 0.11% | 0.12% | 181 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 6,600 | 399 | 0.26% | 0.29% | 182 | +31 | 0.47% | Q4 2025 | Feb 10, 2026 |
| Quartz Partners, LLC | History | Added to | 6,469 | 391 | 0.15% | 0.12% | 183 | +1,056 | 19.51% | Q4 2025 | Feb 13, 2026 |
| Embree Financial Group | History | Reduced | 6,332 | 383 | 0.05% | 0.08% | 184 | -3,752 | -37.21% | Q4 2025 | Jan 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,245 | 378 | 0.0% | 0.0% | 185 | +179 | 2.95% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | Reduced | 6,105 | 369 | 0.03% | 0.03% | 186 | -94 | -1.52% | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,089 | 368 | 0.01% | 0.02% | 187 | -10,938 | -64.24% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,039 | 366 | 0.01% | 0.01% | 188 | +134 | 2.27% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,926 | 358 | 0.0% | 0.0% | 189 | -266 | -4.3% | Q4 2025 | Jan 30, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 5,711 | 346 | 0.02% | 0.02% | 190 | +390 | 7.33% | Q4 2025 | Feb 10, 2026 |
| Entelevest, LLC | History | New | 5,601 | 339 | 0.34% | — | 192 | +5,601 | New | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | No change | 5,606 | 339 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 5,600 | 338 | 0.03% | 0.04% | 193 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,558 | 336 | 0.01% | 0.0% | 194 | +2,106 | 61.01% | Q4 2025 | Feb 11, 2026 |
| FineMark National Bank & Trust | History | Reduced | 5,514 | 333 | 0.01% | 0.01% | 195 | -950 | -14.7% | Q4 2025 | Feb 12, 2026 |
| Grandview Asset Management LLC | History | Reduced | 5,446 | 329 | 0.09% | 0.12% | 196 | -1,562 | -22.29% | Q4 2025 | Jan 26, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 5,430 | 328 | 0.17% | 0.17% | 197 | +378 | 7.48% | Q4 2025 | Feb 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 5,293 | 320 | 0.0% | — | 199 | +5,293 | New | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | New | 5,290 | 320 | 0.0% | — | 200 | +5,290 | New | Q4 2025 | Feb 13, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 5,300 | 320 | 0.06% | 0.07% | 198 | -100 | -1.85% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | New | 5,198 | 314 | 0.01% | — | 201 | +5,198 | New | Q4 2025 | Mar 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 5,163 | 312 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 5,095 | 308 | 0.21% | 0.22% | 203 | +140 | 2.83% | Q4 2025 | Jan 22, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,977 | 301 | 0.0% | 0.0% | 204 | +302 | 6.46% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 4,914 | 297 | 0.0% | 0.0% | 205 | -25,517 | -83.85% | Q4 2025 | Feb 17, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 4,882 | 295 | 0.3% | 0.3% | 206 | -13 | -0.27% | Q4 2025 | Jan 26, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 4,768 | 288 | 0.05% | — | 207 | +4,768 | New | Q4 2025 | Feb 09, 2026 |
| Tidal Investments LLC | History | New | 4,726 | 286 | 0.0% | — | 208 | +4,726 | New | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | No change | 4,729 | 286 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Somerset Trust Co | History | Added to | 4,662 | 282 | 0.09% | 0.08% | 210 | +271 | 6.17% | Q4 2025 | Jan 09, 2026 |
| Meramec Financial Planners, LLC | History | New | 4,033 | 270 | 0.11% | — | 212 | +4,033 | New | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,465 | 270 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | No change | 4,300 | 260 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | Reduced | 4,200 | 255 | 0.0% | 0.0% | 214 | -200 | -4.55% | Q4 2025 | Jan 23, 2026 |
| SFG Wealth Management, LLC. | History | New | 4,124 | 249 | 0.1% | — | 215 | +4,124 | New | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,065 | 246 | 0.0% | 0.01% | 216 | -455 | -10.07% | Q4 2025 | Feb 13, 2026 |
| Pacific Park Financial, Inc. | History | New | 4,062 | 245 | 0.15% | — | 217 | +4,062 | New | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,029 | 243 | 0.02% | 0.02% | 218 | +45 | 1.13% | Q4 2025 | Jan 29, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 3,771 | 228 | 0.1% | 0.1% | 219 | +325 | 9.43% | Q4 2025 | Feb 09, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,756 | 227 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 3,666 | 221 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 3,565 | 216 | 0.01% | — | 222 | +3,565 | New | Q4 2025 | Feb 13, 2026 |
| Clear Trail Advisors, LLC | History | New | 3,547 | 214 | 0.05% | — | 225 | +3,547 | New | Q4 2025 | Jan 09, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 3,540 | 214 | 0.19% | 0.34% | 224 | -3,083 | -46.55% | Q4 2025 | Feb 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,540 | 214 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 3,534 | 213 | 0.05% | 0.06% | 226 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,471 | 210 | 0.0% | — | 228 | +3,471 | New | Q4 2025 | Feb 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,474 | 210 | 0.0% | 0.01% | 227 | -1,042 | -23.07% | Q4 2025 | Feb 09, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Added to | 3,466 | 209 | 0.14% | 0.15% | 230 | +10 | 0.29% | Q4 2025 | Jan 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 3,469 | 209 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,442 | 208 | 0.01% | 0.02% | 233 | -4,746 | -57.96% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | New | 3,445 | 208 | 0.01% | — | 234 | +3,445 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 3,445 | 208 | 0.03% | — | 235 | +3,445 | New | Q4 2025 | Jan 27, 2026 |
| Brookstone Capital Management | History | New | 3,440 | 208 | 0.0% | — | 232 | +3,440 | New | Q4 2025 | Jan 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,439 | 208 | 0.02% | 0.02% | 231 | +55 | 1.63% | Q4 2025 | Jan 09, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 3,404 | 206 | 0.0% | 0.04% | 236 | -25,775 | -88.33% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 3,400 | 205 | 0.0% | — | 237 | +3,400 | New | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 3,363 | 203 | 0.01% | — | 238 | +3,363 | New | Q4 2025 | Feb 13, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 3,342 | 202 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | New | 3,306 | 200 | 0.0% | — | 240 | +3,306 | New | Q4 2025 | Jan 28, 2026 |
| IAG Wealth Partners, LLC | History | No change | 2,902 | 175 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | New | 2,788 | 168 | 0.0% | — | 242 | +2,788 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,605 | 157 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,465 | 149 | 0.04% | 0.03% | 244 | +915 | 59.03% | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | New | 1,898 | 114 | 0.01% | — | 245 | +1,898 | New | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,883 | 113 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 1,759 | 106 | 0.04% | — | 247 | +1,759 | New | Q4 2025 | Jan 22, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,509 | 91 | 0.03% | 0.03% | 248 | +8 | 0.53% | Q4 2025 | Feb 06, 2026 |
| Field & Main Bank | History | No change | 1,475 | 89 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WestEnd Advisors, LLC | History | Added to | 1,356 | 82 | 0.0% | 0.0% | 250 | +98 | 7.79% | Q4 2025 | Jan 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,100 | 66 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,083 | 65 | 0.0% | — | 252 | +1,083 | New | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,015 | 61 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Added to | 938 | 56 | 0.0% | 0.0% | 254 | +196 | 26.42% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 829 | 50 | 0.0% | 0.0% | 255 | +1 | 0.12% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | New | 807 | 48 | 0.0% | — | 257 | +807 | New | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 800 | 48 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 741 | 44 | 0.0% | 0.0% | 258 | +39 | 5.56% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 719 | 43 | 0.0% | 0.0% | 260 | -37 | -4.89% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 711 | 43 | 0.0% | 0.0% | 259 | -20 | -2.74% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 575 | 34 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 513 | 31 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Private Wealth Asset Management, LLC | History | New | 497 | 30 | 0.0% | — | 265 | +497 | New | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 508 | 30 | 0.0% | 0.0% | 263 | +362 | 247.95% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | No change | 500 | 30 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 480 | 29 | 0.01% | 0.01% | 266 | +2 | 0.42% | Q4 2025 | Feb 11, 2026 |
| Purpose Unlimited Inc. | History | New | 450 | 27 | 0.0% | — | 267 | +450 | New | Q4 2025 | Mar 20, 2026 |
| CX Institutional | History | New | 405 | 25 | 0.0% | — | 268 | +405 | New | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 403 | 24 | 0.0% | — | 269 | +403 | New | Q4 2025 | Feb 03, 2026 |
| WealthShield Partners, LLC | History | No change | 349 | 21 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BLUELINE ADVISORS LLC | History | New | 333 | 20 | 0.02% | — | 272 | +333 | New | Q4 2025 | Feb 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 335 | 20 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 325 | 19 | 0.0% | 0.0% | 273 | -750 | -69.77% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 327 | 19 | 0.0% | 0.0% | 274 | -300 | -47.85% | Q4 2025 | Feb 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 310 | 18 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hilltop National Bank | History | New | 250 | 15 | 0.0% | — | 277 | +250 | New | Q4 2025 | Jan 07, 2026 |
| Capital Analysts, LLC | History | No change | 250 | 15 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO | History | No change | 199 | 11 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 192 | 11 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 180 | 10 | 0.01% | — | 286 | +180 | New | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 178 | 10 | 0.0% | 0.0% | 282 | -84 | -32.06% | Q4 2025 | Feb 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 167 | 10 | 0.01% | 0.01% | 284 | +25 | 17.61% | Q4 2025 | Feb 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 178 | 10 | 0.01% | 0.01% | 285 | +2 | 1.14% | Q4 2025 | Jan 23, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 174 | 10 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | No change | 176 | 10 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 150 | 9 | 0.0% | — | 287 | +150 | New | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | No change | 155 | 9 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 141 | 8 | 0.0% | 0.0% | 289 | +100 | 243.9% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 125 | 7 | 0.0% | — | 290 | +125 | New | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | New | 119 | 7 | 0.0% | — | 291 | +119 | New | Q4 2025 | Jan 14, 2026 |
| Monetary Solutions, Ltd | History | New | 100 | 6 | 0.01% | — | 295 | +100 | New | Q4 2025 | Feb 23, 2026 |
| MGB Wealth Management, LLC | History | Added to | 107 | 6 | 0.0% | 0.0% | 293 | +1 | 0.94% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 100 | 6 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 109 | 6 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortis Group Advisors, LLC | History | No change | 96 | 5 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 65 | 3 | 0.0% | — | 298 | +65 | New | Q4 2025 | Feb 10, 2026 |
| DT Investment Partners, LLC | History | New | 65 | 3 | 0.0% | — | 299 | +65 | New | Q4 2025 | Feb 10, 2026 |
| Darwin Wealth Management, LLC | History | New | 63 | 3 | 0.0% | — | 300 | +63 | New | Q4 2025 | Jan 22, 2026 |
| Caldwell Trust Co | History | Reduced | 52 | 3 | 0.0% | 0.0% | 301 | -1 | -1.89% | Q4 2025 | Jan 30, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 48 | 2 | 0.0% | 0.01% | 302 | -95,589 | -99.95% | Q4 2025 | Feb 17, 2026 |
| Wilkerson Advisory Group LLC | History | New | 34 | 2 | 0.0% | — | 304 | +34 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 37 | 2 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 30 | 1 | 0.0% | — | 306 | +30 | New | Q4 2025 | Feb 05, 2026 |
| Strengthening Families & Communities, LLC | History | New | 25 | 1 | 0.0% | — | 307 | +25 | New | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | Closed out | 0 | 0 | — | 10.69% | — | -330,585 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -87,770 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -70,461 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -53,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Closed out | 0 | 0 | — | 0.86% | — | -39,065 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -27,790 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,560 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BECK CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -24,241 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -19,858 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -19,696 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -16,195 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -13,894 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,721 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sunbeam Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -11,497 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -9,371 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,971 | -100.0% | Q3 2025 | Nov 10, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,697 | -100.0% | Q3 2025 | Oct 22, 2025 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,870 | -100.0% | Q3 2025 | Oct 31, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,538 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Edge Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,503 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FF Advisors,LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,422 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BOS Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,333 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -3,284 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,156 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,041 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -475 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Oct 16, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Nov 06, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| POM Investment Strategies, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |